Remove financial statements Remove management accounting Remove tax planning
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Top Remote Accountants of the Week | October 3, 2024

Going Concern

ACCOUNTING CANDIDATES FTE Accounting and Audit Senior/Manager | Candidate ID # 22561641 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 15+ years of experience in audit, accounting and finance Work experience(detail): 6 years in public accounting Director level in Accounting Services Managed staff of up to 8 in both US (..)

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Should Tax Planners Work with Family Offices? How Family Offices Work

CTP

Administrative & Financial Support Moving into the realm of finances, a family office may handle bookkeeping, legal and estate planning oversight, cash flow management, financial advice, insurance management, accounting and tax filing oversight, and charitable giving management.

Tax 52
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Clients Want Actionable Data, Not Impossible-to-Parse Spreadsheet Dumps

Going Concern

“Businesses [are] seeking advice and assurance on a broad range of areas beyond financial statements.”. Technology is raising the role of the management accountant to be a more strategic role,” said AICPA Chair Anoop Mehta, CPA, CGMA. That’s not a conversation, it’s a terrible game of.xlsx ping pong.

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Mastering the art and science of exceptional client service

ThomsonReuters

Rather than simply completing tax returns or financial statements, accountants are proactively engaging with clients throughout the year, offering strategic guidance on tax planning, financial management, and business growth strategies. Improved compliance and risk management.

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What is Client Accounting Services?

KROST

Beyond accounting, CAS advisors provide access to complementary solutions, such as strategic tax planning, outsourced CFO, wealth management and 401k planning, succession planning, capital markets, and assistance with mergers and acquisitions. Client Accounting Services. Accounting software training.

Account 52
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KROST Quarterly Magazine: The Technology Issue, Vol 4, Issue 2, is Now Available!

KROST

The Technology Issue highlights some of the hot topics in the technology industry including Client Accounting Services (CAS), Nonfungible Tokens, the Effect of Upcoming Changes to IRC Section 174 on the Software Development Industry, and more. Sossi Bekarian, CPA, Senior Manager. Accounting , Technology Industry.

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Why your company would benefit from an outsourced Finance Director

Menzies

This relationship can run collaboratively with the current accountant to drive the business further and have a joined up approach to all financial aspects to the business, from the finance team all the way to personal tax planning. Establishing and overseeing KPIs and reporting to management.

Finance 40